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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2251
Connecticut Wealth Management
Connecticut
$910K +$259K +858 +39%
PA
2252
Perennial Advisors
New York
$909K +$90.4K +300 +11%
AA
2253
Advisory Alpha
Michigan
$906K +$117K +388 +15%
BAM
2254
Bayshore Asset Management
Florida
$906K – – –
ICP
2255
Interchange Capital Partners
Pennsylvania
$905K +$173K +575 +24%
AAP
2256
Arax Advisory Partners
Colorado
$905K +$9.64K +32 +1%
WW
2257
Westshore Wealth
California
$904K +$2.41K +8 +0.3%
SI
2258
Symmetry Investments
Jersey
$901K +$904K +3,000 New
UM
2259
Ulysses Management
New York
$901K +$904K +3,000 New
PWM
2260
Purus Wealth Management
California
$900K -$3.01K -10 -0.3%
T2I
2261
Turim 21 Investimentos
Brazil
$897K -$121K -401 -12%
CIC
2262
Chilton Investment Company
Connecticut
$896K – – –
SB
2263
Sunflower Bank
Texas
$896K -$7.23K -24 -0.8%
JWCA
2264
J.W. Coons Advisors
Ohio
$893K -$633K -2,100 -41%
MWP
2265
Meridian Wealth Partners
Pennsylvania
$893K -$13.3K -44 -1%
AFPL
2266
Advus Financial Partners, LLC
Florida
$891K +$46.4K +154 +5%
JBA
2267
Johnson Bixby & Associates
Washington
$888K -$161K -535 -15%
IC
2268
Inscription Capital
Texas
$884K -$30.1K -100 -3%
CHA
2269
Carmichael Hill & Associates
Maryland
$882K – – –
BFO
2270
Biltmore Family Office
North Carolina
$879K +$70.5K +234 +9%
CAC
2271
Core Alternative Capital
Georgia
$878K +$525K +1,743 +147%
RCA
2272
Resonant Capital Advisors
Wisconsin
$876K +$56.3K +187 +7%
DOA
2273
D'Orazio & Associates
Virginia
$876K +$105K +350 +14%
MSWM
2274
McGlone Suttner Wealth Management
Wisconsin
$875K -$46.1K -153 -5%
BA
2275
Ballast Advisors
Minnesota
$872K +$285K +946 +48%
89 90
91
92 93